Connect QuickBooks to Recall and automate your tasks

Why integrate QuickBooks with Recall

The QuickBooks to Recall integration helps you sync data, automate manual tasks, and keep your stack aligned — without writing code.

Send every Shopify order to QuickBooks automatically

When an order is placed, MESA creates the corresponding record in QuickBooks — customer, line items, amount — without anyone touching it. Your books stay current from the moment a sale happens.

Create QuickBooks invoices from Shopify orders

When a wholesale or B2B order comes in, MESA generates an invoice in QuickBooks and routes it to the right customer account. Your billing process runs without manual data entry between systems.

Keep customer records consistent across both platforms

When a new customer places their first Shopify order, MESA creates or updates their record in QuickBooks. Your accounting and your store always reflect the same customer data.

Turn meeting transcripts into Shopify customer and order actions

When Recall.ai captures a sales or account call, MESA reads the transcript and updates the relevant Shopify customer record — notes, tags, lifecycle stage. What was said in the meeting becomes part of your customer data without anyone transcribing it manually.

Create follow-up tasks from sales calls automatically

When a Recall.ai meeting ends, MESA extracts the commitments and next steps and creates tasks in ClickUp, Airtable, or Google Docs. Your team acts on what was agreed without relying on someone to write it up after the call.

Alert your team when a call surfaces an urgent customer signal

When a Recall.ai transcript contains a churn signal, a complaint, or an upsell opportunity, MESA notifies the right person through Slack or email. Your team responds to what matters while the conversation is still fresh.

Build any QuickBooks and Recall automation

MESA helps you connect apps to automate repetitive tasks. A trigger is an event that starts a workflow, and actions are the steps that occur when it's running.

Transcript Created

Starts when a transcript is created.

• Transcript ID
• Status
• Recording ID
• Created At
• Formatted Transcript
• Raw Transcript Data
• Download URL

Credit Memo Created

Starts when a credit memo is created.

• ID
• Line
• Customer Ref
• Sync Token
• Currency Ref
• Txn Date
• Custom Field
• Print Status
• Total Amt
• Apply Tax After Discount
• Doc Number
• Txn Tax Detail
• Email Status
• Bill Addr
• Meta Data
• Remaining Credit
• Balance
• Domain
• Sparse

Customer Created

Starts when a customer is created.

• ID
• Sync Token
• Display Name
• Title
• Given Name
• Middle Name
• Suffix
• Family Name
• Primary Email Addr
• Resale Num
• Secondary Tax Identifier
• Default Tax Code Ref
• Preferred Delivery Method
• GSTIN
• Sales Term Ref
• Customer Type Ref
• Fax
• Business Number
• Bill With Parent
• Currency Ref
• Mobile
• Job
• Balance With Jobs
• Primary Phone
• Open Balance Date
• Taxable
• Alternate Phone
• Meta Data
• Parent Ref
• Notes
• Web Addr
• Active
• Company Name
• Balance
• Ship Addr
• Payment Method Ref
• Is Project
• Source
• Primary Tax Identifier
• G S T Registration Type
• Print On Check Name
• Bill Addr
• Fully Qualified Name
• Level
• Tax Exemption Reason ID

Invoice Created

Starts when an invoice is created.

• ID
• Line
• Customer Ref
• Sync Token
• Ship From Addr
• Currency Ref
• Doc Number
• Bill Email
• Txn Date
• Ship Date
• Tracking Num
• Class Ref
• Print Status
• Sales Term Ref
• Txn Source
• Linked Txn
• Deposit To Account Ref
• Global Tax Calculation
• Allow Online A C H Payment
• Transaction Location Type
• Due Date
• Meta Data
• Private Note
• Bill Email Cc
• Customer Memo
• Email Status
• Project Ref
• Exchange Rate
• Deposit
• Txn Tax Detail
• Allow Online Credit Card Payment
• Allow Online Payment
• Domain
• Sparse
• Custom Field
• Bill Addr
• Ship Addr
• Total Amt
• Home Total Amt
• Apply Tax After Discount
• Balance

Item Created

Starts when an item is created.

• ID
• Item Category Type
• Name
• Sync Token
• Inv Start Date
• Type
• Qty On Hand
• Asset Account Ref
• Sku
• Sales Tax Included
• Track Qty On Hand
• Sales Tax Code Ref
• Class Ref
• Source
• Purchase Tax Included
• Description
• Abatement Rate
• Sub Item
• Taxable
• U Q C Display Text
• Reorder Point
• Purchase Desc
• Meta Data
• Pref Vendor Ref
• Active
• UQCId
• Reverse Charge Rate
• Purchase Tax Code Ref
• Service Type
• Purchase Cost
• Parent Ref
• Unit Price
• Fully Qualified Name
• Expense Account Ref
• Level
• Income Account Ref
• Tax Classification Ref

Update Customer

Update a customer.

• Taxable
• Bill Addr
• Notes
• Job
• Bill With Parent
• Balance
• Balance With Jobs
• Currency Ref
• Preferred Delivery Method
• Domain
• Sparse
• ID
• Sync Token
• Fully Qualified Name
• Display Name
• Print On Check Name
• Active
• Primary Phone
• Primary Email Addr
• Default Tax Code Ref

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